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Atria Wealth Solutions’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Atria Wealth Solutions’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,295
Closed -$395K – 1608
2025
Q1 		$395K Sell
8,295
-10,438
-56% -$513K ﹤0.01% 1317
2024
Q4 		$917K Buy
18,733
+1,455
+8% +$71.1K 0.01% 957
2024
Q3 		$831K Sell
17,278
-903
-5% -$42.1K 0.01% 992
2024
Q2 		$837K Sell
18,181
-3,380
-16% -$151K 0.01% 975
2024
Q1 		$958K Buy
21,561
+839
+4% +$36.1K 0.01% 926
2023
Q4 		$862K Buy
20,722
+12,634
+156% +$500K 0.01% 937
2023
Q3 		$310K Buy
+8,088
New +$318K ﹤0.01% 1398

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SW
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